Purchases and Sales Made in Q4 2023 in Vanguard Bd Index Fd Inc Short (BSV)
This table provides information about the institutional ownership of Vanguard Bd Index Fd Inc Short (BSV) during Q4 2023. The information is specifically focused on institutions that hold shares of VANGUARD BD INDEX FD INC SHORT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2024
Q4 2023
|
Eastern Bank
|
SELL
|
- |
-250- 0.64% |
$18.7K - $19.3K
|
38.9K
$3.01M
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-250- 17.99% |
$18.7K - $19.3K
|
1.14K
$88.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-250- 9.25% |
$18.7K - $19.3K
|
2.45K
$190K
|
|
|
Feb 07, 2024
Q4 2023
|
Maple Capital Management, Inc.
|
SELL
|
- |
-257- 6.18% |
$19.2K - $19.8K
|
3.9K
$302K
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-260- 0.48% |
$19.4K - $20K
|
53.5K
$4.15M
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-260- 0.53% |
$19.4K - $20K
|
48.5K
$3.76M
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-269- 0.16% |
$20.1K - $20.7K
|
168K
$13.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-269- 1.11% |
$20.1K - $20.7K
|
23.9K
$1.85M
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-271- 3.87% |
$20.2K - $20.9K
|
6.74K
$522K
|
|
|
Jan 22, 2024
Q4 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-289- 3.06% |
$21.6K - $22.3K
|
9.16K
$710K
|
|
|
May 23, 2024
Q4 2023
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-290- 6.74% |
$21.6K - $22.3K
|
4.01K
$311K
|
|
|
Feb 05, 2024
Q4 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-293- 2.62% |
$21.9K - $22.6K
|
10.9K
$845K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-298- 2.09% |
$22.2K - $23K
|
13.9K
$1.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-300- 17.75% |
$22.4K - $23.1K
|
1.39K
$108K
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-300- 9.32% |
$22.4K - $23.1K
|
2.92K
$226K
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-300- 3.6% |
$22.4K - $23.1K
|
8.03K
$622K
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-315- 2.8% |
$23.5K - $24.3K
|
10.9K
$848K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-336- 11.19% |
$25.1K - $25.9K
|
2.67K
$207K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-347- 8.13% |
$25.9K - $26.7K
|
3.92K
$304K
|
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-352- 3.9% |
$26.3K - $27.1K
|
8.66K
$672K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-354- 10.65% |
$26.4K - $27.3K
|
2.97K
$230K
|
|
|
Feb 09, 2024
Q4 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
SELL
|
- |
-356- 9.64% |
$26.6K - $27.4K
|
3.34K
$259K
|
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-376- 2.41% |
$28.1K - $29K
|
15.2K
$1.18M
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-390- 7.97% |
$29.1K - $30K
|
4.5K
$349K
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
SELL
|
- |
-400- 5.82% |
$29.9K - $30.8K
|
6.47K
$502K
|
|
|
Jan 23, 2024
Q4 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-400- 5.12% |
$29.9K - $30.8K
|
7.42K
$575K
|
|
|
Jan 24, 2024
Q4 2023
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-407- 3.42% |
$30.4K - $31.4K
|
11.5K
$892K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-423- 8.36% |
$31.6K - $32.6K
|
4.63K
$359K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-425- 25.68% |
$31.7K - $32.7K
|
1.23K
$95.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-435- 70.39% |
$32.5K - $33.5K
|
183
$14.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-474- 1.03% |
$35.4K - $36.5K
|
45.7K
$3.55M
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-476- 3.39% |
$35.5K - $36.7K
|
13.6K
$1.05M
|
|
|
Jan 29, 2024
Q4 2023
|
Bull Street Advisors, LLC
|
SELL
|
- |
-485- 0.41% |
$36.2K - $37.4K
|
117K
$9.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-488- 13.1% |
$36.4K - $37.6K
|
3.24K
$251K
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
SELL
|
- |
-494- 1.98% |
$36.9K - $38.1K
|
24.4K
$1.89M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-494- 2.03% |
$36.9K - $38.1K
|
23.8K
$1.85M
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-505- 10.94% |
$37.7K - $38.9K
|
4.11K
$319K
|
|
|
Jan 17, 2024
Q4 2023
|
Family Legacy, Inc.
|
SELL
|
- |
-506- 1.67% |
$37.8K - $39K
|
29.9K
$2.31M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-508- 0.78% |
$37.9K - $39.1K
|
64.2K
$4.98M
|
|
|
Jan 05, 2024
Q4 2023
|
Wela Strategies, Inc.
|
SELL
|
- |
-515- 1.39% |
$38.4K - $39.7K
|
36.5K
$2.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-520- 35.09% |
$38.8K - $40.1K
|
962
$74.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-531- 1.92% |
$39.6K - $40.9K
|
27.1K
$2.1M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-534- 10.23% |
$39.9K - $41.1K
|
4.69K
$364K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-546- 1.55% |
$40.8K - $42.1K
|
34.7K
$2.69M
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-584- 2.31% |
$43.6K - $45K
|
24.7K
$1.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-594- 17.61% |
$44.3K - $45.8K
|
2.78K
$215K
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-598- 8.97% |
$44.6K - $46.1K
|
6.07K
$471K
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-604- 8.07% |
$45.1K - $46.5K
|
6.88K
$534K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-609- 4.84% |
$45.5K - $46.9K
|
12K
$928K
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-610- 3.74% |
$45.5K - $47K
|
15.7K
$1.22M
|